Previously only available to a select clientele with mandates in excess of $5 million, SIC’s diversified and balanced ETF portfolios are structured to achieve long-term growth and limit risk in the tried-and-true style of a pension plan.
Echelon clients with portfolios of $150,000 or more can now invest in a SIC Global Multi-Asset Portfolio — the very same investment strategy implemented on behalf of SIC’s institutional clients on Echelon’s SMA platform.
Contact your Echelon Advisor to learn more about SIC Global Multi-Asset Portfolios. For investors new to Echelon contact T. Michael Judge, Senior Vice-President, Portfolio Manager by phone at 416-350-3260 or email at firstname.lastname@example.org.
Investors can now benefit from SIC’s proven, institutional, global investment strategy via Harness powered by the Purpose Advisor Solutions platform. SIC Core Global Portfolios covering the full risk spectrum are available through your Harness Advisor. Harness’s online service offers an exceptional user experience at a low cost.
If you have any questions, please contact the Purpose Advisor Solutions team at email@example.com.